S&P Global Inc.
SPGI- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000064040
No open-market purchases or sales by S&P Global Inc. insiders were filed in the last 90 days; 2,076 institutions reported holding it in 13F filings for Q2 2026, worth $105.7B in total; 9 superinvestors hold it, including TCI Fund Management and Pershing Square.
13F holders, Q4 2021
Institutional positions in S&P Global Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,541
- +147 vs. Q3 2021
- Shares held
- 228.6M
- +4.03M (+1.8%) vs. Q3 2021
- Total value
- $107.5B
- +$12.1B (+12.7%) vs. Q3 2021
- New holders
- 216
- 636 more added
- Sold out
- 69
- 420 more reduced
23 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,076 | $105.7B |
| Q1 2026 | 2,127 | $108.7B |
| Q4 2025 | 2,204 | $137.4B |
| Q3 2025 | 2,059 | $126.8B |
| Q2 2025 | 2,068 | $140.5B |
| Q1 2025 | 2,082 | $135.4B |
| Q4 2024 | 2,046 | $134.2B |
| Q3 2024 | 1,937 | $140.2B |
| Q2 2024 | 1,843 | $121.4B |
| Q1 2024 | 1,836 | $115.2B |
| Q4 2023 | 1,774 | $121.3B |
| Q3 2023 | 1,625 | $100.4B |
| Q2 2023 | 1,622 | $111.1B |
| Q1 2023 | 1,598 | $95.3B |
| Q4 2022 | 1,571 | $93.8B |
| Q3 2022 | 1,501 | $87.7B |
| Q2 2022 | 1,559 | $99.6B |
| Q1 2022 | 1,650 | $127.4B |
| Q4 2021 | 1,541 | $107.5B |
| Q3 2021 | 1,417 | $95.7B |
| Q2 2021 | 1,358 | $92.0B |
| Q1 2021 | 1,300 | $76.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding S&P Global Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 541 | $255.0K | 0.01% | +31+6.1% | Added |
| Johnson Financial Group, Inc. | 541 | $255.0K | 0.02% | +395+270.5% | Added |
| Magnetar Financial LLC | 540 | $255.0K | 0.00% | +540 | New |
| Brown Advisory Securities, LLC | 531 | $250.0K | 0.11% | −66−11.1% | Reduced |
| E Fund Management Co., Ltd. | 529 | $250.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 525 | $248.0K | 0.02% | −90−14.6% | Reduced |
| Wrapmanager Inc | 521 | $246.0K | 0.06% | −81−13.5% | Reduced |
| NorthRock Partners, LLC | 521 | $246.0K | 0.02% | +521 | New |
| Almanack Investment Partners, LLC. | 518 | $244.0K | 0.02% | −11−2.1% | Reduced |
| Arvest Trust Co N A | 512 | $242.0K | 0.01% | +512 | New |
| Alpha Paradigm Partners, LLC | 511 | $241.0K | 0.10% | −121−19.1% | Reduced |
| Wedmont Private Capital | 552 | $241.0K | 0.07% | +552 | New |
| Emerald Mutual Fund Advisers Trust | 508 | $240.0K | 0.01% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 505 | $238.3K | 0.11% | +505 | New |
| Cadence Bank NA | 505 | $238.0K | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 500 | $236.0K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 500 | $236.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 500 | $236.0K | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $236.0K | 0.01% | +500 | New |
| Capital Investment Advisors, LLC | 501 | $236.0K | 0.01% | +501 | New |
| Ipswich Investment Management Co., Inc. | 495 | $234.0K | 0.05% | 00.0% | Unchanged |
| Wealthquest Corp | 496 | $234.0K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 496 | $234.0K | 0.08% | +3+0.6% | Added |
| Prestige Wealth Management Group LLC | 496 | $234.0K | 0.06% | +21+4.4% | Added |
| Baker Tilly Wealth Management, LLC | 489 | $231.0K | 0.02% | −286−36.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 552 | $229.0K | 0.14% | +552 | New |
| Triad Investment Management | 483 | $228.0K | 0.21% | +483 | New |
| United Community Bank | 482 | $227.5K | 0.23% | +482 | New |
| Montecito Bank & Trust | 475 | $224.0K | 0.04% | +3+0.6% | Added |
| Northeast Financial Consultants Inc | 474 | $224.0K | 0.01% | +474 | New |
| Hendershot Investments Inc. | 470 | $222.0K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 466 | $220.0K | 0.05% | +466 | New |
| New England Research & Management, Inc. | 465 | $219.0K | 0.11% | +465 | New |
| Laffer Tengler Investments | 462 | $218.0K | 0.06% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 462 | $218.0K | 0.01% | +462 | New |
| Suncoast Equity Management | 455 | $215.0K | 0.03% | +455 | New |
| Red Door Wealth Management, LLC | 457 | $215.0K | 0.07% | +457 | New |
| Roundview Capital LLC | 454 | $214.0K | 0.02% | +454 | New |
| CenterBook Partners LP | 454 | $214.0K | 0.13% | +454 | New |
| Systematic Alpha Investments, LLC | 452 | $213.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 451 | $213.0K | 0.03% | +1+0.2% | Added |
| Portland Global Advisors LLC | 450 | $212.0K | 0.04% | +450 | New |
| Tiemann Investment Advisors, LLC | 445 | $210.0K | 0.09% | +445 | New |
| UMA Financial Services, Inc. | 468 | $209.0K | 0.05% | −6−1.3% | Reduced |
| Grimes & Company, Inc. | 439 | $207.0K | 0.01% | +439 | New |
| Full Sail Capital, LLC | 514 | $205.0K | 0.02% | −62,835−99.2% | Reduced |
| Blue Chip Partners, Inc. | 433 | $205.0K | 0.03% | −20−4.4% | Reduced |
| McAdam, LLC | 434 | $205.0K | 0.02% | +434 | New |
| Grandview Asset Management LLC | 435 | $205.0K | 0.08% | +435 | New |
| Cedrus LLC | 432 | $203.9K | 0.20% | +432 | New |
| PDS Planning, Inc | 430 | $203.0K | 0.04% | +430 | New |
| Zeke Capital Advisors, LLC | 431 | $203.0K | 0.01% | +431 | New |
| LVZ Advisors, Inc. | 426 | $201.0K | 0.03% | +426 | New |
| Phraction Management LLC | 426 | $201.0K | 0.12% | +426 | New |
| Kelly Financial Services LLC | 424 | $200.1K | 0.09% | +204+92.7% | Added |
| Valley Brook Capital Group | 425 | $200.0K | 0.17% | +425 | New |
| Quent Capital, LLC | 423 | $200.0K | 0.04% | +423 | New |
| Halpern Financial, Inc. | 402 | $189.7K | 0.08% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 400 | $189.0K | 0.15% | +400 | New |
| Barrett Asset Management, LLC | 395 | $186.0K | 0.01% | +20+5.3% | Added |
| EverSource Wealth Advisors, LLC | 385 | $182.0K | 0.05% | +385 | New |
| State of Wyoming | 361 | $170.0K | 0.08% | −26−6.7% | Reduced |
| Jones Financial Companies LLLP | 349 | $165.0K | 0.00% | +6+1.7% | Added |
| Country Trust Bank | 341 | $161.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 340 | $160.0K | 0.01% | +73+27.3% | Added |
| Geneos Wealth Management Inc. | 338 | $159.0K | 0.01% | −115−25.4% | Reduced |
| Private Capital Group, LLC | 332 | $157.0K | 0.03% | −34−9.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $149.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 316 | $149.0K | 0.21% | +316 | New |
| CVA Family Office, LLC | 311 | $147.0K | 0.04% | +311 | New |
| TCI Wealth Advisors, Inc. | 304 | $143.0K | 0.02% | +32+11.8% | Added |
| Key Financial Inc | 296 | $140.0K | 0.07% | 00.0% | Unchanged |
| Newfound Research LLC | 279 | $132.0K | 0.16% | +5+1.8% | Added |
| Allworth Financial LP | 270 | $127.0K | 0.00% | +49+22.2% | Added |
| Cambridge Trust Co | 269 | $127.0K | 0.00% | +269 | New |
| Versant Capital Management, Inc | 266 | $126.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 268 | $126.0K | 0.01% | +237+764.5% | Added |
| Carroll Financial Associates, Inc. | 262 | $125.0K | 0.01% | +2+0.8% | Added |
| Altshuler Shaham Ltd | 255 | $120.0K | 0.00% | −517−67.0% | Reduced |
| Webster Bank, N. A. | 250 | $118.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 250 | $118.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 251 | $118.0K | 0.08% | +43+20.7% | Added |
| Geo Capital Gestora de Recursos Ltd | 246 | $116.0K | 0.06% | −11−4.3% | Reduced |
| Operose Advisors LLC | 245 | $116.0K | 0.09% | +245 | New |
| PrairieView Partners, LLC | 236 | $111.0K | 0.02% | +173+274.6% | Added |
| West Paces Advisors Inc. | 234 | $110.4K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 233 | $110.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 231 | $109.1K | 0.01% | −12−4.9% | Reduced |
| Aquire Wealth Advisors, LLC | 226 | $107.0K | 0.06% | +226 | New |
| Itau Unibanco Holding S.A. | 220 | $104.0K | 0.00% | +220 | New |
| Pinnacle Bancorp, Inc. | 215 | $101.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 215 | $101.0K | 0.05% | +12+5.9% | Added |
| Glassman Wealth Services | 210 | $99.0K | 0.02% | +32+18.0% | Added |
| TD Ameritrade Investment Management, LLC | 209 | $99.0K | 0.00% | +79+60.8% | Added |
| Caldwell Trust Co | 205 | $96.7K | 0.01% | +5+2.5% | Added |
| Focused Wealth Management, Inc | 200 | $94.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $94.0K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $94.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $92.0K | 0.01% | +5+2.6% | Added |
| Bell Investment Advisors, Inc | 185 | $87.0K | 0.02% | −6−3.1% | Reduced |